Ideas to grow your business.
October 21, 2026
583 Park Avenue
New York City
Diamond Sponsor
This is a people business
Events are about reconnecting with old friends, celebrating milestones and building new relationships. Our industry has changed dramatically over the past 15 years, making it even more important to preserve the personal connections that have always supported the business.
What has not changed is the value of learning from colleagues across different firms, platforms and team structures. I look forward to getting to know you and gaining new insights from your experience.
Tony Sirianni
CEO + Publisher, AdvisorHub
Ideas for growth.
Join some of the best minds in wealth management for a full day of great ideas on improving your practice –including sessions on technology and platforms, M+A, organic growth, team building, A.I., valuations, and investment strategies.
SPECIAL SESSION
The New Role of AI in Wealth Management
Stanford’s Jeffrey T. Hancock, founding director of the Stanford Social Media Lab, discusses the role of AI in society and the transformative revolution it presents. He and Invesco’s Paul Brunsick will also present key findings from a multiyear research project using data from Invesco’s proprietary Practice Innovation Index. How are advisors best implementing AI, and how does that measure against their clients’ needs and expectations?
Why Attend?
The Advisors to Watch Summit is a different type of event. Our agenda features valuable insights from fellow advisors on practice management and insights on innovations in wealth management from industry leaders. We’ve created time and space for conversations with your peers, all in a fun atmosphere. This is a chance to take a step back from your hectic schedule to think strategically about your business and plan for growth.
Who is Attending?
$852m
AVERAGE AUM
80%
INDEPENDENT/RIA
21
AVG YEARS EXPERIENCE
251
TEAMS WITH $1B+ AUM
Autumn in New York.
October is the perfect time to visit New York—not only to grow your business, connect with other advisors, and catch up on the latest trends in wealth management, but also to take an extra day to recharge and reset as you begin planning for 2026.
2025 Agenda
583 Park Avenue
New York City
Eligible for 2.0 CE credits
| 12:15pm | Lunch
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1:15pm | How to Invest in the RIA Wave: Leon Capital as Direct Owners
| Fernando De Leon, Founder + CEO, Leon Capital Group Tony Sirianni, Publisher + CEO, AdvisorHub 1:30 | Mental Health and Succession Planning | Scott Danner, Head of Legacy Division, Steward Partners 1:45 | 5 Biggest Mistakes when Investing in Alternatives | Matt Krugman, Managing Director, Client Advisory, Prospect Capital 2:00 | Annuities Evolution: How RIAs are Benefitting from Changes in Annuities
| Mike Reidy, Senior VP + National Sales Manager of the RIA Channel, Security Benefit David Lau, Founder + CEO, DPL Financial Partners 2:20 | Taking Advantage of Volatile Markets | Paul Dietrich, Chief Investment Strategist, Wedbush Securities Chris Mone, Executive VP + Head of Wealth Management, Wedbush Securities 2:35 | Break
| 2:55 | Chart Your Path to Calculated Growth | Kraleigh Woodford, Executive VP, Growth Strategy & Enablement, LPL Financial 3:15
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Panel: The Firm of the Future | Moderator: Gregory Banasz, CMO, Steward PartnersJoel Burris, President + CEO, GCG Advisory Partners Robert Milligan Jr., Founding Managing Partner at 1792 Wealth Advisors Scott McCaffrey, Managing Director, Momentum Independent Network Chris Reedy, Managing Director + Head of Business Development, Schwab Advisor Services 3:55 | Investing in the AI Revolution | Cullen Rogers, Chief Investment Officer, Wedbush Funds 4:10 | Strategic Blueprint for RIAs: Driving Growth and Building a Future-Ready Advisor Team | Bill Dalton, Head of RIA Custody Sales, Goldman Sachs Jim Dickson, Founding Partner + CEO of Elevation Point 4:30 | Lessons from the Gridiron | Phil Simms, Super Bowl MVP, NFL LegendTony Sirianni, Publisher + CEO, AdvisorHub 5:00 | Cocktail Reception and Awards Presentations
| |
| 7:30am | Registration Opens | ||||
| 7:50 | Women Advisor Networking Breakfast The Playbook for Building a Successful Practice from Scratch: One Woman’s Story of Heart and Hustle. Moderated by: Beth Fitzgerald, Co-Founder, AdviseHer Tammy Williams, President, Wealth Advisor, Cooke Financial Group | ||||
| 8:30 | Opening Remarks: The Future of Advice Tony Sirianni, Publisher + CEO, AdvisorHub | ||||
| 8:40 | Tech Revolution: Risks and Opportunities in Wealth Management
Ron Kruszewski, Chairman + CEO, Stifel | ||||
| 9:00 | Scaling Through Inorganic Growth
Vince Fertitta, President, Sanctuary Wealth | ||||
| 9:15 | Innovation and AI Integration with Invesco QQQ Paul Schroeder, CMT, QQQ Equity Product Strategist, Invesco US | ||||
| 9:45 | Serving the Future of Wealth: Strategies for Attracting and Retaining UHNW Clients Fred Rose, Head of Wealth Management Banking & Lending, RBC Wealth Management | ||||
| 10:15 | Break | ||||
| 10:35 | Building and Managing High Achieving Teams
Jim Mellin, President, Advice and Wealth Management, Equitable Advisors | ||||
| 10:50 | An Investor’s Guide to Precious Metals and Critical Materials
Ed Coyne, Senior Managing Partner, Global Sales, Sprott Asset Management 11:05 | Passing the Torch: Strategies for Succession, Acquisition and Advisor Development | Brian J. Mora, Senior VP – Head of Experienced Advisor Recruiting, Ameriprise Financial David McKean, Private Wealth Advisor, Ameriprise Financial Alanna Morey, Private Wealth Advisor, Ameriprise Financial 11:35 | Panel: Lessons from a Record-Breaking Year in M+A | Moderator: Gianna Parella, VP, Merchant Investment Management Tim Bello, Co-Founder + Managing Partner, Merchant Investment Management Stan Gregor, Chairman + CEO, Summit Financial Marc Irizarry, Managing Partner, Asset Management, Republic Capital |
The Venue
583 Park Ave was built in 1923 and designed by the renowned architectural firm of Delano & Aldrich, cementing itself as a cultural landmark reminiscent of a bygone era. The recently restored building features a grand pre-function space, ballroom, and balconies, making it the most talked about event space in New York City.
Accommodations
AdvisorHub has a room block at the nearby Loews Regency at a preferred rate for attendees. This luxury hotel seamlessly blends its iconic Art Deco design with modern sensibilities, craftily merging form and function to complement over 60 years of service expertise. Supply is limited and offered on a first-come basis.
“Hearing from other successful advisors is invaluable.”
TODD HOFFMAN | Steward Partners
“I took several pages of notes… more than at other events.”
KYLE QUINN | Mariner
“It’s great to hear how others hit the billion dollar mark.”
LISA MARCELLI | B. Riley
2025 Speakers
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Gregory Banasz
CHIEF MARKETING OFFICER
Steward Partners -
Tim Bello
CO-FOUNDER + MANAGING PARTNER
Merchant Investment Management -
Joel Burris
PRESIDENT & CEO
GCG Advisory Partners -
Ed Coyne
SENIOR MANAGING PARTNER,
GLOBAL SALES
Sprott Asset Management -
Scott Danner
HEAD OF LEGACY DIVISION
Steward Partners -
Fernando De Leon
FOUNDER + CEO
Leon Capital Group -
Paul Dietrich
CHIEF INVESTMENT STRATEGIST
Wedbush -
Vince Fertitta
PRESIDENT
Sanctuary Wealth Management -
Beth Fitzgerald
Co-Founder
AdviseHer -
Stan Gregor
CHAIRMAN + CEO
Summit Financial -
Marc Irizarry
MANAGING PARTNER, ASSET MANAGEMENT
Republic Capital Group -
Matt Krugman
MANAGING DIRECTOR + HEAD OF U.S. DISTRIBUTION
Prospect Capital -
Ron Kruszewski
CHAIRMAN + CEO
Stifel -
David Lau
FOUNDER + CEO
DPL Financial Partners -
Scott McCaffrey
MANAGING DIRECTOR
Momentum Independent Network -
David McKean
PRIVATE WEALTH ADVISOR
Ameriprise Financial -
Jim Mellin
PRESIDENT,
ADVICE & WEALTH MANAGMENT
Equitable Advisors -
Robert Milligan Jr.
Founding Managing Partner
1792 Wealth Advisors -
Chris Mone
EXECUTIVE VP + HEAD OF
WEALTH MANAGEMENT
Wedbush -
Brian Mora
SVP + HEAD OF EXPERIENCED ADVISOR RECRUITING
Ameriprise Financial -
Alanna Morey
PRIVATE WEALTH ADVISOR
Ameriprise Financial -
Gianna Parella
VICE PRESIDENT
Merchant Investment Management -
Mike Reidy
SVP + NATIONAL SALES
MANAGER OF THE RIA CHANNEL
Security Benefit -
Chris Reedy
MANAGING DIRECTOR + HEAD OF BUSINESS DEVELOPMENT
Schwab Advisor Services -
Cullen Rogers
CHIEF INVESTMENT OFFICER
Wedbush Funds -
Fred Rose
HEAD OF WEALTH MANAGEMENT
BANKING & LENDING
RBC Wealth Management -
Paul Schroeder
QQQ Equity Product Strategist
Invesco US -
Phil Simms
SUPER BOWL MVP
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Tony Sirianni
CEO + PUBLISHER
AdvisorHub -
Tammy Williams
PRESIDENT, WEALTH ADVISOR
Cooke Financial Group -
Kraleigh Woodford
EXECUTIVE VP, GROWTH STRATEGY + ENABLEMENT
LPL Financial
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FAQs
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No, all advisors are invited to attend, although due to extremely limited space, ranked advisors and advisors from sponsoring firms will have preference.
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Due to extremely limited space, only principal advisors will be allowed to attend.
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The fee to attend to the public is $299. Sponsoring firms will receive a discount.
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Our annual ranking is open to all advisors (contingent on approval of their compliance teams). The nomination window will be open from Jan-Mar. Please contact us to receive notifications and updates.
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Cancellations before Sept 23 will incur a 25% cancellation fee. No refunds will be offered after October 1.